Managing Users
From version 23.07 on, changes made to administrator's tables such as user, user roles, user rights, and units, are saved automatically to the system's database. To view these changes, you can create a custom report in the system.
Location: Users (task ID: UserMnt)
In the Users view, to add a new user, click
.
A new row is added to the bottom of the use list of users.
Fill in the user's information on the Basic Data tab: see the table below.
Add a home unit to the user on the User Preferences tab. See User information.
If you want to copy an existing user's information to be used as the basis of a new user account, click
. The user groups and roles of the user are copied to a new user, and the basic data fields are cleared.
If the maximum number of users defined by the licence has already been activated in the system, you cannot activate new user accounts. However, you can add and save new users in the system without activating them.
If there are more users in the system than the licence file allows, the Clausion client opens to users with administrator rights showing only the Users management task so that an administrator can decrease the number of users. For other users, the Clausion client closes after an error message, and they cannot log in until an administrator has decreased the number of active users.
For adding a user to a user group and assigning roles to the user, see Adding Users to User Groups.
User information
Property |
Description |
|---|---|
Login ID |
This must be the same as the user's Windows login ID, and it must be of the format DomainName\WindowsUserAccount. |
Licence type |
The following licence types are available:
The user rights are cumulative. An Admin user has full access to everything. |
Valid |
Set the period that the user account is valid. By default, the begin date is the current date. The end date is not mandatory. If no end date has been selected, the user account will be valid indefinitely.
|
Login status |
To allow the user to log in to the Clausion system, select the Login allowed option. If you deselect this option, the user cannot log in to the system even if the user account is valid.
|
|
[v24.09 and later:] Icon |
Select an icon for the user role from the drop-down menu. The icon represents the user role in on the navigation bar in Web Client.
|
Adding home unit to user
Location: Users (task ID: UserMnt) > User Preferences
The home unit can be used in the input and reporting task settings to define that the user's home unit is selected by default in the input/report template options view. It can also be used in the input/report template settings to define a fixed unit for the input/report template. The %USER HOME DIM00% variable is used in these parameter settings to retrieve the correct home unit for each user (for a description of the %USER HOME DIM00% variable, refer to chapter Input and report template variables in Clausion Input and Report Template Parameters).
The home unit can be an input or consolidation unit. When you type a valid ID in the ID field, the unit name is automatically retrieved from the active year's hierarchy to the Name field.
You can set user rights for the home unit and to its sub-units:
From the Rights drop-down list, select the rights you want to assign to the user for the home unit: No rights, Read, or Read and write.
If you want the unit's sub-units to also have the same rights, select the Passed on to sub-units check box.
Note that unit rights can also be assigned to users through user roles. For more information, see Managing Unit Rights.